We follow a 4 step process to get your SMSF up and running

1st Move Creation

• Set up SMSF trust deed
• Establish SMSF bank account
• Rollover any existing superannuation fund monies into SMSF
• Develop an investment strategy

2nd Move Investment Management

Power Tynan Wealth Adviser or your Financial Planner offers advice and guidance on:

• Investment strategy and selection
• Transaction execution
• Portfolio construction, monitoring and reporting
• Research
• Contributions and withdrawals

3rd Move Administration

• Fund administration
• Preparation of minutes and SMSF workpapers
• Independent audit of fund
• Lodgement of annual tax returns and periodic instalment statements
• Compliance documentation

4th Move Vision

Together with your financial adviser Wealth Experience provides assistance with:

• Accumulation stage – contributions, estate planning, retirement planning
• Retirement – access to lump sums and pensions, including preparation of all documentation for the establishment of an income stream from your SMSF
• Family succession – death benefits, reversionary pensions